Description:
As an Insurance Advisor with Levine Financial Group, a Nicola Wealth Company, you will join an established, successful team, partner with and be mentored by the President of LFG and accelerate your career by specializing in physicians’ insurance solutions.
This position is based in Toronto, Ontario.
Core Responsibilities:
- Building the business by growing sales, discovering physician’s insurance needs and offering solutions to meet those needs.
- Proactively making regular outbound calls to physicians and successfully converting these leads to new clients.
- Building rapport and trusted relationships with clients through active listening, providing excellent advice and handling tough questions.
- Regular meetings with clients at their location to foster relationships and provide excellent service.
- Consistently following established procedures, including being detail oriented when following LFG processes, entering data into systems, and a commitment to client follow-up.
- Being mentored and learning directly from the president of LFG - you’re at a point in your career where you are ready to apply your people, sales and insurance skills in the physician market and learn from a deeply experienced insurance specialist
- Working collaboratively within a small but mighty LFG team including underwriters and a process support team who are driven, respectful and all contribute to a team environment.
- Partnering with the Nicola Wealth Advisory Services team to deliver on a cross-referral strategy, provide existing Levine Finance Group clients with a holistic and comprehensive financial plan, and support the growth of the Nicola Wealth/LFG insurance business.
Required Skills & Qualifications:
- A minimum of 3 years of related work experience as an insurance advisor working in a high performing, client service oriented capacity.
- Completion of the Life License Qualification Program (LLQP).
- Completion or in the process of obtaining the following is considered an asset:
- Certified Financial Planner (CFP) or Qualified Associate Financial Planner (QAFP)
- Canadian Securities Course (CSC)
- Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) Level
- You are highly proficient with computer systems including MS Word, Excel and Outlook.
- You are legally eligible to work in Canada for any employer.